See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,037 | $179,726-55.5% | $156,263-48.8% | $142,382-43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 47.86% | 77.86%-30.0pp | 59.47%-11.6pp | 217.08%-169.2pp |
| Employer contribution / active EE | $10,634 | $5,069+109.8% | $4,333+145.4% | $4,299+147.4% |
| Participant deferral / active EE | $14,184 | $6,956+103.9% | $6,158+130.3% | $6,507+118.0% |
| Admin fee / account holder | $22,572 | $17,272+30.7% | $14,255+58.3% | $12,624+78.8% |